Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,735 $600K 0.01% +102 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,415 $599K 0.22% +2 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,378 $595K 0.01% +494 13F-HR/A Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,312 $589K 0.31% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,246 $582K 0.14% +1,173 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,200 $578K 0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,192 $578K 0.01% +73 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,168 $576K <0.01% +1,871 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,140 $573K 0.06% 0 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,107 $570K -190 Timeline Investors Research Corp More: the full row for Investors Research Corp 6,087 $568K 0.11% -85 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 6,032 $563K 0.06% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,991 $559K <0.01% +68 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,978 $558K 0.01% +550 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,950 $555K 0.03% -125 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,949 $555K 0.01% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,767 $537K 0.35% +734 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,748 $536K <0.01% +321 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,668 $529K 0.01% +1,331 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,584 $521K 0.06% +275 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,544 $517K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,514 $515K <0.01% +891 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,509 $514K 0.07% +527 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 5,474 $511K 0.18% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,450 $509K 0.08% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,414 $505K 0.03% +417 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,400 $504K <0.01% 0 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,383 $502K 0.16% +21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,329 $497K 0.02% +539 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,264 $491K 0.17% +18 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,249 $490K 0.01% +11 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,242 $489K 0.33% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,170 $482K 0.02% -302 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,142 $480K 0.1% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,135 $478K 0.33% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manske Wealth Management More: the full row for Manske Wealth Management 5,101 $476K 0.13% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,100 $475K 0.07% -1,900 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 5,100 $475K 0.04% -19,000 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,065 $473K 0.05% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,055 $472K <0.01% -210 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,023 $469K 0.11% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,022 $469K <0.01% +255 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,988 $465K 0.02% +96 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,985 $465K 0.04% -390 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,890 $456K 0.03% 0 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,853 $453K 0.06% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,817 $450K 0.01% -104 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,809 $449K 0.01% -328 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,783 $446K 0.1% -252 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,723 $441K 0.03% +1 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,678 $436K 0.01% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,644 $433K 0.04% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,622 $432K 0.11% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,603 $430K 0.09% -10 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 4,594 $429K 0.07% -900 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,576 $426K 0.01% +551 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,560 $426K <0.01% -600 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,560 $425K <0.01% +249 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,538 $423K 0.15% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,531 $423K 0.01% 0 13F-HR Timeline Group WASATCH ADVISORS LP More: the full row for WASATCH ADVISORS LP 4,518 $422K <0.01% -46,976 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,516 $421K 0.05% -370 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 4,453 $416K 0.08% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,447 $415K 0.02% -497 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,396 $410K 0.01% +7 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,377 $408K <0.01% -121 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,368 $408K 0.02% -200 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,362 $407K 0.04% +784 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,348 $406K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,349 $406K <0.01% +436 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,251 $397K 0.18% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,315 $395K <0.01% 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,225 $394K 0.03% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,136 $386K 0.02% +421 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,135 $386K 0.07% +300 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,123 $385K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,114 $384K 0.02% +41 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 4,115 $383K 0.24% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,091 $382K 0.14% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,091 $382K 0.21% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,075 $380K <0.01% new 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,907 $378K 0.18% -1,034 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 4,046 $378K 0.11% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,038 $377K 0.01% +831 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,005 $374K 0.08% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,000 $373K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,985 $372K 0.13% -1,933 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,967 $370K 0.03% +449 13F-HR Timeline Group GMT Capital Corp More: the full row for GMT Capital Corp 3,960 $370K 0.02% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,942 $368K 0.24% +32 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,901 $364K 0.09% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,888 $363K <0.01% new 13F-HR Timeline Group Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 3,877 $362K 0.02% -136 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,810 $356K 0.04% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,808 $355K 0.04% -251 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,788 $353K 0.01% -305 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,042 $353K 0.1% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,774 $352K 0.22% +369 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 3,769 $352K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,762 $351K 0.01% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,758 $351K 0.11% -177 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,708 $346K 0.09% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,702 $345K 0.18% -4,160 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,665 $342K 0.01% -66 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,644 $340K 0.01% +105 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,637 $339K <0.01% -1,828 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,617 $338K 0.04% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,601 $336K 0.05% +78 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,573 $333K 0.15% +22 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,571 $333K <0.01% +300 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,570 $333K 0.05% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,568 $333K 0.04% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,567 $333K 0.13% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,566 $333K 0.15% +5 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,562 $332K 0.11% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,551 $331K 0.15% 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,533 $330K 0.02% -192 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,513 $328K 0.02% -17 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,037 $326K 0.01% +135 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,493 $326K 0.01% new 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,402 $317K 0.02% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,394 $317K 0.12% 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,389 $316K <0.01% -87 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,350 $313K 0.01% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,319 $310K <0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,316 $309K 0.02% -210 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,309 $309K <0.01% +292 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,277 $306K 0.03% -135 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,887 $304K <0.01% +7 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,258 $304K 0.11% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,254 $304K <0.01% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,252 $303K 0.06% -40 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,243 $303K 0.01% -249 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,238 $302K <0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,222 $301K 0.02% +346 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,209 $299K <0.01% +147 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,178 $297K 0.05% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,156 $294K 0.01% 0 13F-HR/A Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,152 $294K 0.04% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,148 $294K 0.04% new 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 3,146 $294K 0.17% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,121 $291K 0.01% -42 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,102 $289K 0.04% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,093 $289K 0.04% +93 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,092 $289K 0.01% +416 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,082 $288K 0.03% -968 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,048 $287K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,059 $285K 0.01% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,051 $285K 0.01% -494 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 3,050 $285K 0.26% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,047 $284K 0.18% -111 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,022 $282K 0.01% +397 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,014 $280K 0.15% -1,428 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,996 $280K 0.06% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,964 $277K 0.02% -117 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,963 $276K 0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,959 $276K <0.01% -1,055 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,959 $276K <0.01% -1,066 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,906 $271K 0.01% -460 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,890 $270K 0.08% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,850 $266K <0.01% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 2,833 $264K 0.18% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,831 $264K 0.01% -18 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,831 $264K 0.15% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,560 $264K 0.04% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,576 $259K 0.03% +9 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,740 $256K 0.05% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,732 $255K 0.09% +67 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,729 $255K <0.01% new 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 2,729 $255K 0.18% 0 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,707 $253K 0.05% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,700 $252K 0.12% -6,000 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,668 $249K 0.03% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,647 $247K 0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,641 $246K 0.03% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,634 $246K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,631 $246K <0.01% +1 13F-HR/A Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,599 $243K 0.01% +59 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,561 $239K 0.02% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,558 $239K <0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,548 $238K <0.01% -108 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,525 $236K 0.05% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,513 $234K 0.14% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,504 $234K 0.07% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,500 $233K 0.03% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,480 $231K 0.05% -200 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,478 $231K 0.02% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,475 $231K 0.06% +219 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,465 $230K 0.05% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,454 $229K 0.01% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,450 $229K 0.11% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,424 $226K 0.01% -370 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,423 $226K <0.01% -85 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,414 $225K 0.01% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,410 $225K 0.1% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,401 $224K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,400 $224K 0.01% +233 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,400 $224K 0.04% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,398 $224K 0.02% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,400 $223K 0.06% 0 13F-HR Timeline